I believe that everyone should experience financial freedom and peace of mind, which is why I am committed to helping my clients improve their financial well-being.

I work with you to identify your goals and dreams and formulate a plan on how best to achieve them. Every client benefits from individual solutions and tailor-made strategies that I deliver in an easy-to-understand manner. I empower my clients to make their own decisions, by guiding them through the decision-making process and ensuring they have the knowledge to do so.

I value long term client relationships based on honesty, integrity, and a commitment to
comprehensive financial planning.

As a fellow South African, I have a deep understanding of the challenges faced by immigrants. I offer a free – no obligation – second opinion consultation. I place a high value on having the knowledge to advise on various and complex aspects of financial planning.

I hold the Certified Financial Planner (CFP) designation, the world’s most recognized financial planning designation, as well as the Certified Executor Advisor (CEA) and Responsible Investment Specialist (RIS)  Together with the rest of my team, I am available to serve you in a professional and caring environment, where I always put your needs first.